Fund HoldingsJCP Investment Management, LLC

Total Portfolio Value
$94.74M
Total Bought
$2.61M
Total Sold
$21.17M
Net Transaction
-$18.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KIRBY CORP(KEX)599,825566,825-33,00046,15746,93349.54%+777
BERKSHIRE HATHAWAY DEL CL B26,22426,22408,9429,1869.70%+244
SPDR S&P 500 ETF TR(SPY)1,1361,13605054860.51%-20
TANDY LEATHER FACTORY870,428873,638+3,2103,7303,6783.88%-52
REGIS CORP MINN(RGS)939,6671,362,702+423,0351,0439581.01%-85
FARMER BROS CO992,826992,82602,7502,5612.70%-189
JOINT CORP97,80097,80001,3208790.93%-441
DAVE & BUSTERS ENTMT29,0560-29,0561,2950-1,295
WESTWOOD HLDGS GROUP748,909744,793-4,1169,2867,5607.98%-1,727
WHEELER REAL ESTATE INVT TR PFD CNV SER D276,252117,778-158,4743,4531,2371.31%-2,216
Us Foods Holding Cor(USFD)52,5000-52,5002,3100-2,310
JACK IN THE BOX165,782198,282+32,50016,16913,69314.45%-2,475
UNITED NAT FOODS(UNFI)470,322470,32209,1956,6507.02%-2,544
THE ONE GROUP HOSPITALITY675,846187,783-488,0634,9479220.97%-4,025
FOCUS FINL PARTNERS CL A168,0000-168,0008,8220-8,822
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